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Crear una plantilla de correo electrónico

Introducción

El constructor de correo electrónico de arrastrar y soltar facilita a cualquier persona crear correos electrónicos de aspecto profesional. Con el fin de garantizar que sus correos electrónicos tengan una apariencia coherente, debe empezar por crear primero las plantillas de marca en el centro de branding. Después de crear las plantillas de marca, todos los nuevos correos electrónicos que cree mantendrán la misma apariencia.

Crea un correo electrónico de arrastrar y soltar...

- Cuando envía una transmisión de correo electrónico
- Cuando crea un correo electrónico en una secuencia de campaña
- Al crear una plantilla de correo electrónico

Compatibilidad
El constructor de arrastrar y soltar no es compatible con el constructor de código (o con el generador clásico, una característica heredada). Si crea un correo electrónico con el generador de arrastrar y soltar, debe continuar editándolo con las herramientas del generador de arrastrar y soltar. Si convierte un correo electrónico al código o al generador clásico, no podrá volver al generador de arrastrar y soltar para su posterior edición.

Instrucciones paso a paso

1 - Arrastrar y soltar Fundamentos de diseño

Para empezar, echemos un vistazo a un par de características que le ayudarán a diseñar un gran correo electrónico...

- Snippets: utilice los fragmentos de arrastrar y soltar para crear el cuerpo del correo electrónico y desplazarlos para ajustar la forma en que se organiza el contenido.

- Diseño: las herramientas de diseño permiten mostrar u ocultar secciones para personalizar la forma en que el contenido se organiza en el correo electrónico. El menú Diseño y estilo contiene las siguientes herramientas:
* Pre Header: Esta sección aparece antes del contenido del correo electrónico. Por lo general, contiene un enlace para ver la versión alojada del mensaje de correo electrónico o un mensaje de doble opt-in / opt-out.
* Encabezado / Pie de página: Estas secciones aparecen encima y debajo del cuerpo del correo electrónico. Cubren el ancho de todo el correo electrónico. El encabezado generalmente contiene una imagen de banner. El pie de página generalmente contiene la dirección CAN SPAM y los enlaces opt-out o update.
* Barra lateral: Al activar la barra lateral agrega una segunda columna al correo electrónico. La barra lateral se puede colocar a la izquierda oa la derecha del contenido del correo electrónico. También puede ajustar el ancho de la barra lateral.
* Ancho del correo electrónico: el ancho predeterminado del correo electrónico es de 600 píxeles para una visualización óptima en los paneles de vista previa de todos los clientes de correo electrónico. Utilice esta herramienta de diseño para cambiar el valor predeterminado.
* Alineación de correo electrónico: Los correos electrónicos están alineados en el centro por defecto. Utilice esta configuración de diseño para alinearla a la izquierda si desea imitar el diseño de los clientes de correo electrónico comunes (por ejemplo, Outlook).
* Mostrar formulario: este ajuste se integra con el uso compartido social para convertir un correo electrónico alojado en una mini página de destino con un formulario cuando se ve a través de un enlace socialmente compartido.

 - Estilo: Hay varios estilos estándar disponibles en el constructor de correo electrónico de arrastrar y soltar. Puede utilizar uno de los estilos integrados "tal cual" o utilizarlo como punto de partida para crear un estilo personalizado. Puede personalizar los colores utilizados en varias partes del correo electrónico mediante códigos de color hexadecimales, una herramienta de recolección de color de ojos, o utilizar la función "Guess" incorporada (que sugiere colores basados ​​en una imagen dentro del correo electrónico, como un logotipo). El estilo "Simple" elimina el formato personalizado para imitar un correo electrónico enviado a través de clientes de correo electrónico comunes (por ejemplo, Outlook).

2 - Ir a marketing> Plantillas

3 - Seleccione Correo electrónico en el menú desplegable Agregar una plantilla.

Proyecto de plantilla
Siempre que Infusionsoft detecte una plantilla previamente no guardada, verá este diálogo. Puede continuar desde una plantilla anterior o simplemente hacer clic en No, empezar desde cero.

4 - Introduzca un título

Sólo verás el título desde dentro de Infusionsoft. Título de sus plantillas de una manera que le permitirá buscar y encontrarlos fácilmente.

Público / Privado: si establece esta opción en Privada, sólo el usuario que creó el correo electrónico puede acceder a ella.

5 - Elija la opción "Para:"

Puede elegir enviar la dirección de correo electrónico del propietario del contacto (más común), un usuario específico o elegir otro para escribir manualmente el nombre y la dirección de correo electrónico.

6 - Ingrese el asunto del correo electrónico

Puede combinar información de contacto en la línea de asunto si desea personalizarla. Simplemente haga clic dentro de la línea de asunto donde desea colocar el campo de combinación y, a continuación, haga clic en el botón de combinación para elegir el campo que desea fusionar.

7 - Seleccione el tipo de correo electrónico que desea enviar

- HTML (Gráficos y colores): Utiliza sólo el generador de arrastrar y soltar para crear el correo electrónico.
- HTML y texto sin formato: Después de crear la versión de arrastrar y soltar del correo electrónico, tendrá que copiar el mensaje al generador de texto sin formato. Usted esencialmente estará creando dos versiones del mismo mensaje.

8 - Haga clic en el botón Editar cuerpo de correo electrónico.

9 - Haga clic en la pestaña Fragmentos en la parte superior del generador de correo electrónico.

10 - Arrastre un fragmento de banner a la parte superior del correo electrónico.

Si ya existe un banner, puede cambiar la imagen haciendo doble clic en él y seleccionando una imagen personalizada en el menú desplegable o añadiendo una nueva imagen. Nota: Los banners de correo electrónico personalizados no deben tener más de 600 píxeles de ancho.

11 - (Opcional) Haga clic en la ficha Formato y haga clic en el botón Diseño y estilo para cambiar el diseño de una columna predeterminado.

Puede agregar una barra lateral, ajustar el ancho y activar / desactivar la cabecera, el encabezado y el pie de página anteriores. Las actualizaciones se realizan inmediatamente para que pueda revisarlas mientras trabaja.

12 - (Opcional) En el menú Diseño y estilo, haga clic en Estilo para elegir los colores utilizados en las distintas partes de su correo electrónico.

- Haga clic en uno de los estilos estándar para usarlo sin modificaciones.
- Haga clic en Editar junto a un estilo estándar para usarlo como punto de partida para su estilo personalizado. Puede personalizar los colores utilizando:
* Códigos de colores hexadecimales
* La herramienta selectora de color (puede elegir colores de cualquier imagen de su correo electrónico).
* Guess: Haga clic en una imagen y luego en Guess. Infusionsoft analizará los colores de la imagen y sugerirá un estilo cada vez que haga clic en Guess.

13 - Haga clic en la pestaña Fragmentos de nuevo y arrástrelos al correo electrónico para agregar texto, imágenes, vínculos de redes sociales y más

Personalice el contenido en el párrafo, el artículo y los fragmentos de luces de fondo y seleccione o cargue imágenes.

14 - Agregue enlaces de automaticos.

Simplemente resalte el texto o haga clic en la imagen que desea vincular y haga clic en el botón Vincular en la barra de herramientas. Nota: Sólo puede vincular las imágenes en fragmentos de artículo o de artículo.

15 - Introduzca la dirección a la que desea enlazar.

16 - Seleccione la acción en la lista desplegable (por ejemplo, Aplicar / Quitar etiqueta). Repetir según sea necesario.

17 - Haga clic en el icono Guardar para guardar los cambios.

18 - A continuación, haga clic en el botón Vista previa para revisar el correo electrónico.

19 - Haga clic en el botón Cerrar el constructor cuando haya terminado de personalizar la plantilla.

20 - Si eligió HTML y texto sin formato, deberá copiar el cuerpo del mensaje en el cuadro de texto denominado Editor de texto sin formato.

21 - Compruebe la puntuación de Spam haciendo clic en el botón Actualizar puntaje.

Si la puntuación de spam es superior a 5, modifique su correo electrónico para reducirlo. Los correos electrónicos que anoten más de 5 tienen más probabilidades de ir a la carpeta de no deseados de los destinatarios (ver el artículo relacionado).

22 - Marque la plantilla como lista y luego haga clic en el botón Guardar para aplicar las actualizaciones a la plantilla.

23 - Haga clic en el botón Guardar y enviar prueba para enviar una copia.

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